Joshua Prince is a CFP-designated registered investment advisor at Promus Advisors, based in Dallas, TX, with 17 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 50 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable in certain unique instances depending on the facts and circumstances.
Fee Estimator
Location
8226 Douglas Avenue, Suite 650, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua is a member of J & K Prince Family Investments LLC, which handles personal investments. He dedicates a varied number of hours per month to this activity.
Employment History
Current Registrations
Promus Advisors
Previous Registrations
Alliancebernstein L.P.
Fca CORP
State Registrations1 state
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